Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,793
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$400M
3
+$387M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$376M
5
BKNG icon
Booking.com
BKNG
+$369M

Top Sells

1
+$2.46B
2
+$1.31B
3
+$717M
4
MJN
Mead Johnson Nutrition Company
MJN
+$631M
5
ZTS icon
Zoetis
ZTS
+$513M

Sector Composition

1 Financials 9.92%
2 Technology 8.94%
3 Healthcare 7.72%
4 Consumer Discretionary 7.11%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4651
$677K ﹤0.01%
71,525
+18,082
4652
$673K ﹤0.01%
34,314
+14,124
4653
$671K ﹤0.01%
2,007
-2,794
4654
$670K ﹤0.01%
59,320
+6,800
4655
$670K ﹤0.01%
159,116
-26,932
4656
$670K ﹤0.01%
49,337
+31,787
4657
$669K ﹤0.01%
+25,022
4658
$668K ﹤0.01%
32,615
+30,423
4659
$668K ﹤0.01%
69,072
+64,736
4660
$667K ﹤0.01%
39,492
+33,119
4661
$666K ﹤0.01%
102,816
-33,185
4662
$665K ﹤0.01%
11,789
-34,668
4663
$665K ﹤0.01%
+47,339
4664
$664K ﹤0.01%
18,264
+7,567
4665
$661K ﹤0.01%
19,442
+18,742
4666
$661K ﹤0.01%
39,713
-9,005
4667
$659K ﹤0.01%
25,072
+408
4668
$658K ﹤0.01%
4,162
+3,871
4669
$657K ﹤0.01%
32,090
+20,683
4670
$656K ﹤0.01%
42,715
-20,919
4671
$656K ﹤0.01%
22,559
-5,763
4672
$655K ﹤0.01%
18,181
+15,584
4673
$654K ﹤0.01%
50,234
-9,515
4674
$654K ﹤0.01%
50,478
+2,029
4675
$651K ﹤0.01%
40,496
+36,048
185 186
187
188 189